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National Health Investors

296 hedge funds and large institutions have $2.63B invested in National Health Investors in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

58% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 78

15% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $886K

4% more funds holding

Funds holding: 284296 (+12)

2% less capital invested

Capital invested by funds: $2.68B → $2.63B (-$50.8M)

39.08% less ownership

Funds ownership: 111.32%72.24% (-39%)

Holders
296
Holders Change
+12
Holders Change %
+4.23%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
123
Reduced
78
Closed
29
Calls
$1.02M
Puts
$886K
Net Calls
+$137K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$917K +$28.6K +373 +3%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$908K -$85K -1,109 -9%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$884K +$80.4K +1,049 +10%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$878K +$558K +7,274 +173%
MGP
130
Metis Global Partners
California
$861K +$56.9K +742 +7%
Universal-Beteiligungs- und Servicegesellschaft
131
Universal-Beteiligungs- und Servicegesellschaft
Germany
$847K +$4.45K +58 +0.5%
SMDAM
132
Sumitomo Mitsui DS Asset Management
Japan
$829K
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$825K
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$824K +$77 +1 +0%
B
135
Bailard
California
$802K +$805K +10,500 New
Squarepoint
136
Squarepoint
New York
$800K +$804K +10,479 New
KK
137
KLP Kapitalforvaltning
Norway
$787K +$30.7K +400 +4%
NA
138
NewEdge Advisors
Louisiana
$779K +$413K +5,380 +112%
Credit Agricole
139
Credit Agricole
France
$758K
UM
140
UniSuper Management
Australia
$741K -$261K -3,400 -26%
Acadian Asset Management
141
Acadian Asset Management
Massachusetts
$737K +$377K +4,917 +103%
MAM
142
Martingale Asset Management
Massachusetts
$735K
QCM
143
Quantinno Capital Management
New York
$725K +$167K +2,179 +30%
FLI
144
Family Legacy Inc
South Carolina
$713K
VA
145
Vident Advisory
Georgia
$697K -$107K -1,401 -13%
SCM
146
Schnieders Capital Management
California
$691K
DFCM
147
Dark Forest Capital Management
Puerto Rico
$689K -$2M -26,145 -74%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$687K +$10.7K +139 +2%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$680K +$11.2K +146 +2%
SI
150
Stephens Inc
Arkansas
$670K +$4.22K +55 +0.6%